The Morning Filter 4 Stocks to Buy Before They Report Earnings
36 snips
Oct 13, 2025 Explore the insights on economic data to monitor during the government shutdown. Anticipate key earnings reports from AI leaders like Taiwan Semiconductor, as well as banking sector health indicators. Discover the significant AMD-OpenAI agreement that boosts AMD's value. Dive into the earnings outlook for Pepsi and Constellation Brands. Plus, uncover four stock picks worth buying before they report, including Microsoft, Salesforce, Danaher, and Ventas REIT. Don't miss these expert predictions!
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Trade Rhetoric Is A Market Wildcard
- Trade rhetoric remains a persistent market wildcard and can move stocks quickly.
- Expect continued headlines to be used as negotiating leverage ahead of deadlines.
Use Fed Data When Gov't Reports Are Missing
- Use Fed alternative data like Empire State, Philly Fed, Beige Book, and industrial production when official reports are missing.
- Watch the CPI timing because it affects Social Security COLA and upcoming Fed meetings.
Earnings Now Hinges On AI Guidance
- Earnings calls will now be judged on AI-related guidance, CapEx, and new partnerships.
- The market expects ongoing deal announcements to sustain the AI trade's momentum.